South Carolina House of Representatives Higher Education and - - PowerPoint PPT Presentation

South Carolina House of Representatives Higher Education and Technical Colleges Subcommittee Briefing

Winthrop University Budget Request 2020‐21

January 15, 2020

FY2019‐20 State Funding Recap

Recurring Funds ($1,958,372)

• Support faculty salaries and reduce portion of salaries

supported by student tuition

• Support technology & infrastructure investments

Non‐Recurring ‐ Capital Reserve Fund ($7,500,000)

• Underground Steam & Condensate Pipes ($2M)
• Roofs, Windows, & General Infrastructure ($4.2M)
• Fire Alarm Replacement / Upgrade ($1.3M)

Lottery Funds ($362,400)

• Replacement servers for Banner databases
• Laptops for academic lab hardware refresh
• Workstations for classrooms, faculty, and staff

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Appropriations History

$15,873,982 $16,365,381 $17,550,602 $4,500,000 $3,300,000 $90,457,180 $99,457,180 $51,197,500 $51,197,500 $51,197,500

$‐ $20,000,000 $40,000,000 $60,000,000 $80,000,000 $100,000,000 $120,000,000 $140,000,000 $160,000,000 $180,000,000 FY 2016‐2017 FY 2017‐2018 FY 2018‐2019

Recurring Non‐Recurring/Capital Other Funds* Federal

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* The “Other Funds” for Higher Education were removed from the state budget bill in FY2018‐19.

FY20 Projected Current Revenue

State Appropriations Recurring, $20,193,076 , 14.2% State Appropriations Non‐Recurring, $163,539 , 0.1% Student Tuition and Fees, $83,280,000 , 58.7% Federal Grants, $1,838,000 , 1.3% State and Other Grants, $9,781,900 , 6.9% Auxiliary Enterprises, $17,970,900 , 12.7% Other, $8,708,500 , 6.1%

Total: $141,935,915

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FY20 Projected Current Expenses

Instruction and Instructional Support, $67,575,000 , 47.7% Research, $2,075,000 , 1.5% Public Service, $11,405,000 , 8.1% Student Services, $15,953,000 , 11.3% Institutional Support, $10,860,000 , 7.7% Physical Plant , $11,090,650 , 7.8% Auxiliary Enterprise (including debt), $17,508,850 , 12.4% Debt Service (institutional and athletic), $5,184,540 , 3.7%

Total: $141,652,040

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Recurring Requests

Request Amount Requested Description of Request Four (4) FTEs to support programming in three areas that address student support, pre‐ college programs, and transfer pathways $280,000

• Dual enrollment/bridge program coordinator

(1)

• Professional advisors to promote success

initiatives and provide specialized support to military, adult, and undeclared students (2)

• Professional transfer advisor (1)

Operational Support for STEAM Disciplines $2,000,000

• In support of Winthrop’s commitment to

promote access and degree attainment and to enhance the learning experience for our students, funding is requested to support students in the STEAM fields by continuing to provide up‐to‐date software, digital security, and new digital equipment/technology

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Non‐Recurring Requests

Request Amount Requested Description of Request Instructional Scientific Equipment Replacement $2,230,000

• Replace equipment and associated software in biology,

chemistry, human nutrition, and exercise science

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Non‐Recurring Capital Requests

Request Amount Requested Description of Request Maintaining Campus Infrastructure $11,600,000

• Building roofs & envelope, mechanical & plumbing,

and electrical in 7+ buildings on campus ($10.3M)

• Improve Wi‐Fi coverage in classroom facilities ($1.3M)

Arts & Technologies Facility Additions/ Renovations $9,000,000

• Upgrade our existing infrastructure and build an

interdisciplinary technology facility (approximately 21,500 s.f.) to support student experiential learning for career preparation in the expanding music, performance, and software industries Winthrop University Science Complex Renovation $9,000,000

• Renovate and expand the Science Complex facilities

(Dalton Hall and Sims Hall) by adding teaching labs, classrooms, faculty offices, and research lab space and by refurbishing four teaching labs

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Non‐Recurring Capital Requests (con’t)

Request Amount Requested Description of Request Dacus Library Renovation $7,000,000

• Respond to increased use and expanded services by

improving the building’s infrastructure and technology offerings Winthrop University Science Complex Addition $23,000,000

• Add to the Dalton Hall Life Science facility to create

additional teaching labs, classrooms, faculty offices, and research labs

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Other Funds & Federal Funds Request

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Funding Source Amount Requested Description of Request Other $37,000,000

• Authorization Transfer of Federal to Other

Authorization for Direct Lending

• Transfer request to appropriately align

Student Direct Loan Program funding from the University’s Federal Authorization to the Other Funded Authorization

• The student loans drawn on behalf of

students are not considered Federal revenues to the University Federal ($37,000,000)

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FTE Request

Winthrop University requests four (4) FTEs to support programming in three areas that address student support, pre‐college programs, and transfer pathways:

• Dual enrollment/bridge program coordinator (1)
• Professional advisors to promote success initiatives and provide

specialized support to military, adult, and undeclared students (2)

• Professional transfer advisor (1)

Funding: Winthrop is requesting the State provide additional recurring dollars in FY2020‐21 to support these FTE’s.

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General Provisos

Winthrop Requests to “Keep”

Winthrop has submitted no proviso requests.

117.7 Fee Increases 117.8 State Institutions – Revenues & Income 117.11 Fixed Student Fees 117.14 FTE Management 117.15 Allowance for Residences & Compensation Restrictions 117.16 Universities & Colleges – Allowance for Presidents 117.20 Travel – Subsistence Expenses & Mileage 117.29 Base Budget Analysis 117.44 Parking Fees 117.46 Insurance Claims 117.58 Purchase Card Incentive Rebates 117.70 Reduction in Force/Agency Head Furlough 117.71 Printed Report Requirements 117.82 Bank Account Transparency & Accountability 117.110 Information Technology & Information Security Plans 117.117 Statewide Strategic Information Technology Plan Implementation

Appendix

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Student Enrollment

Total Enrollment

• 5,865 Headcount (5,813 in Fall 2018)
• 4,982* Full‐time Equivalent Enrollment (5,103 in

Fall 2018) Undergraduate

• 4,764 headcount (4,887 in Fall 2018)
• 41% Pell Grant Recipients
• 44% Minority/International

New Freshmen

• 1,073 (991 in Fall 2018)
• 48% Pell Grant Recipients
• 51% Minority/International

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*Estimated. Official FTE enrollment has not yet been published by CHE.

Applied, Admitted, Enrolled

4,876 4,940 4,573 5,190 6,101 3,272 67% acceptance 3,384 69% acceptance 3,356 73% acceptance 3,487 67% acceptance 4,196 69% acceptance 1,090 33% yield 1,072 32% yield 1,050 31% yield 990 28% yield 1,073 26% yield 1,000 2,000 3,000 4,000 5,000 6,000 7,000 2015 2016 2017 2018 2019 Applied Admitted Enrolled

Source: Admissions Standards for First‐Time Entering Freshmen reported to CHE annually.

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Minority Enrollment Fall 2019

White; 3,419 ; 58% Black or African American; 1,697 ; 29% Hispanic; 331 ; 6% Two or more races; 218 ; 4% International /Non Resident Alien; 105 ; 2% Asian; 68 ; 1% American Indian/Alaskan; 20 ; 0% Native Hawaiian/Pacific Islander; 7 ; 0%

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Enrollment by College Fall 2019

*Source: Headcount enrollment based on fall data submitted to Commission on Higher Education. Headcount data reflect enrollment based on student major/college. FTE enrollment calculated by dividing total credit hours produced in a discipline/college by 15 for undergraduate and 12 for graduate students. FTE is estimated. Official FTE enrollment has not yet been published by CHE.

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2,233 1,041 1,452 694 445 5,865 2,511 738 915 595 223 4,982 ‐ 1,000 2,000 3,000 4,000 5,000 6,000 7,000 College of Arts and Sciences College of Business Administration College of Education College of Visual and Performing Arts University College Total Headcount FTE

In‐State vs. Out‐of‐ State Fall 2019 Enrollment

In‐State HC: 5,094 or 86.9% FTE: 4,311 or 87.0% Out‐Of‐State HC: 771 or 13.1% FTE: 646 or 13.0%

Note: The method for calculating FTE is the method used by the Common Data Set (and others) ‐‐ full‐time plus one‐third of part‐time headcount.

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Graduation Data for 2013 Cohort

64% 44% 9% 3% 2% 23% 3% 11% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90%

6 Years Later 4 Years Later

Graduated from Winthrop Graduated from Another Institution Still Enrolled at Winthrop Still Enrolled at Another Institution

Per Alumni Office more than 38,000 alumni live in South Carolina.

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Tuition and Fees per Semester Undergraduate

$7,078 $7,255 $7,435 $7,615 $7,653 $13,702 $14,045 $14,393 $14,743 $14,818

$0 $2,000 $4,000 $6,000 $8,000 $10,000 $12,000 $14,000 $16,000 FY 2016 FY 2017 FY2018 FY2019 FY2020 Resident Non-Resident

FY16 ‐ FY17 Increase 2.5% FY17 ‐ FY18 Increase 2.48% FY18 – FY19 Increase 2.4% FY15 ‐ FY16 Increase 2.49%

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FY19 – FY20 Increase 0.5% *

2019‐20 Tuition & Fee Schedule

Full‐time Undergraduate Fees per Semester * Resident Non‐Resident

E & G Operating $6,165 12,744 Information Technology $155 $155 Student Activity $790 $790 Debt Service Institutional Bonds (tuition) $521 $1,107 Debt Service Revenue Bonds (athletic) $22 $22 Total $7,653 $14,818 % Increase from Previous Year 0.5% 0.5%

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*Based on 12 or more credit hours

2019‐20 Tuition & Fee Schedule

Full‐time Graduate Fees per Semester* Resident Non‐Resident

E & G Operating $6,171 $12,679 Information Technology $155 $155 Student Activity $790 $790 Debt Service Institutional Bonds (tuition) $521 $1,107 Debt Service Revenue Bonds (athletic) $22 $22 Total $7,659 $14,753 % Increase from Previous Year 1.0% 1.0%

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*Based on 12 or more credit hours

Scholarships and Grants

2016‐17

Students Dollars FEDERAL PELL Grant 2,158 $9,239,153 SEOG Grant 346 $205,290 TEACH 98 $332,892 Total 2,602 $9,777,335 STATE LIFE Scholarship 1,771 $8,518,889 Life Scholarship Enhancement 153 $370,646 Palmetto Fellows Scholarship 363 $2,633,350 Palmetto Fellows Enhancement Scholarship 73 $183,525 HOPE Scholarship 321 $835,800 SC Need Based Grant 929 $1,726,980 SC Need Based Grant ‐ CTP Students 11 $85,000 National Guard Grant 24 $102,375 Teaching Fellows (loan forgive w/ work in‐state) 102 $565,250 Total 3,747 $15,021,815 INSTITUTIONAL SCHOLARSHIPS & GRANTS Merit 1,842 $9,037,046 Athletic & Talent 380 $2,975,458 Named Restricted 639 $743,805 Public Service 99 $1,424,005 Total 2,960 $14,180,314

2018‐19

Students Dollars

FEDERAL

PELL Grant 2,080 $9,449,465 SEOG Grant 461 $223,126 TEACH 76 $247,999 Total 2,617 $9,920,590

STATE

LIFE Scholarship 1,871 $8,880,383 Life Scholarship Enhancement 173 $417,393 Palmetto Fellows Scholarship 305 $2,208,831 Palmetto Fellows Enhancement Scholarship 65 $153,467 HOPE Scholarship 330 $841,400 SC Need Based Grant 979 $1,837,247 SC Need Based Grant ‐ CTP Students 8 $52,500 National Guard Grant 13 $45,000 Teaching Fellows (loan forgive w/ work in‐state) 117 $633,731 SC Foster Care Youth Program 1 $2,000 Total 3,862 $15,071,952

INSTITUTIONAL SCHOLARSHIPS & GRANTS

Merit 2,115 $8,093,642 Athletic & Talent 400 $2,956,574 Named Restricted 744 $1,472,773 Public Service 126 $1,908,871 Total 3,385 $14,431,860

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Outstanding Debt

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Outstanding Debt

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Employees

Authorized Vacant

State FTEs 442.96 37.44 Other FTEs 358.02 29.31 Federal FTEs 6.8 ‐ Total FTEs 807.78 66.75

Winthrop has 1,180 employees and a total annual payroll of $57M

569 282 233 89 7 200 400 600 800 1000 1200 1400 Full‐Time Staff Full‐Time Faculty Part‐Time Faculty Graduate Assistants Part‐Time Staff

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Minority Representation

Administration Headcount by Race/Ethnicity

Asian, 1 Two or more races, 1 Hispanic, 3 Black or African American, 17 White, 51

Staff Headcount by Race/Ethnicity

International, 2 Asian, 1 International/ Non‐Resident, 2 Two or More, 6 Hispanic, 10 Black or African American, 122 White, 350

Faculty Headcount by Race/Ethnicity

American Indian/Alaskan, 1 Native Hawaiian/Pacific Islander, 1 International, 5 Hispanic, 5 Asian, 14 Black or African American, 28 White, 231

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4% Tuition Waivers

2016‐17 2017‐18 2018‐19 4% Tuition Waivers HC R NR HC R NR HC R NR Freshman 48 32 16 46 33 12 43 33 10 Sophomore 47 32 15 46 34 12 44 34 10 Junior 51 34 17 51 37 14 53 41 12 Senior 57 38 19 58 43 16 56 44 12 Total 203 136 67 201 147 54 196 152 44 HC = headcount R = resident NR = non‐resident (Source: Institutional Data Files & Proviso 11.29 Report) 2016‐17 2017‐18 2018‐19

Full Abatements HC R NR HC R NR HC R NR Freshman

114 114 111 111 88 88

Sophomore

73 73 98 98 98 98

Junior

79 79 91 91 115 115

Senior

60 60 71 71 85 85

Total

326 326 371 371 386 386

Partial Abatements HC R NR HC R NR HC R NR Freshman

3 3 5 5

Sophomore

2 2 3 3

Junior

8 8 1 1 1 1

Senior

24 24 11 11

Total

37 37 15 15 6 6

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Merit Award Abatements

Policies pursuant to 59‐112‐70 (A)

• In accordance with Section 59‐112‐70, the Board of Trustees of

Winthrop University has authorized the abatement of any part or all of the out‐of‐state differential rates for out‐of‐state students who are recipients of scholarship aid.

• 196 undergraduates received abatements for Academic Year

2018‐19. Policies pursuant to 59‐112‐70 (C)

• Winthrop University’s Board of Trustees has no formally

approved agreements with international institutions pursuant to Section C of 59‐112‐70.

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Winthrop currently has three active PIP projects:

• Music Conservatory / Byrnes Auditorium, project number 9579

funded by non‐recurring. Current balance is $3,515,169 (On‐Hold).

• Byrnes Fire Restoration, project number 9580 funded by insurance.

Current budget is estimated at $3.8M.

• General Building Infrastructure/ Building Envelope Upgrade, project

number 9581. Current balance is $4,350,000.

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Source: SPIRS Report

Capital Projects

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Winthrop addresses maintenance needs by the following methods:

• Campus constituents fill out a project request form which includes

project details such as roof repairs and replacement, fire alarm replacements, painting, electrical and small facility changes to accommodate programs.

• These projects are given budget estimates and prioritized by

senior leadership to complete as time and funding permits.

• Facilities maintains a rolling project list which includes facility

maintenance and repair needs. In FY 2018‐19, Winthrop spent $5,607,644 on maintenance needs. Winthrop has ongoing projects for an additional $20.7M funded from State Appropriations, Federal Awards, Gifts, and Insurance proceeds.

Maintenance

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Thank you